See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,600 | $81,460-13.3% | $103,333-31.7% | $80,856-12.7% |
| Participation rate | 51.1% | 66.8%-15.7pp | 74.5%-23.4pp | 67.6%-16.5pp |
| Annual return | 22.03% | 25.55%-3.5pp | 24.88%-2.9pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,174 | $3,105-30.0% | $3,868-43.8% | $2,755-21.1% |
| Participant deferral / active EE | $3,623 | $3,869-6.4% | $5,057-28.4% | $4,296-15.7% |
| Admin fee / account holder | $2,478 | $6,566-62.3% | $8,355-70.3% | $6,918-64.2% |